RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
CEDERBERG CAPITAL ASIA LIMITED
RIAtsim sha tsui kowloon
AUM $773MTEAM 5REPS 3
BRUTON CHISNELL ADVISORS, LLC
RIADOWNINGTOWN, PA
AUM $772MTEAM 3REPS 4
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
RIACHICAGO, IL
AUM $772MTEAM 16REPS 4
MTM FINANCIAL GROUP, LLC
RIABETHLEHEM, PA
AUM $772MTEAM 16REPS 9
SEABRIDGE INVESTMENT ADVISORS LLC
RIASUMMIT, NJ
AUM $771MTEAM 12REPS 11
DRUCKER WEALTH
RIAAUM $771MTEAM 12REPS 5
STANDPOINT ASSET MANAGEMENT, LLC
RIAScottsdale, AZ
AUM $771MTEAM 7REPS 5
BLUE ZONE WEALTH ADVISORS, LLC
RIALos Angeles, CA
AUM $770MTEAM 7REPS 7
PROFESSIONAL FINANCIAL ADVISORS, LLC
RIANORTH PLATTE, NE
AUM $770MTEAM 12REPS 7
RETIREMENT FUND MANAGEMENT
RIAAtlanta, GA
AUM $770MTEAM 4REPS 2
PERMANENT CAPITAL MANAGEMENT, LP
RIACHICAGO, IL
AUM $769MTEAM 10REPS 4
HOURGLASS CAPITAL, LLC
RIAHOUSTON, TX
AUM $769MTEAM 6REPS 5
GRANT STREET ASSET MANAGEMENT INC
RIACANONSBURG, PA
AUM $769MTEAM 17REPS 8
HENNION & WALSH ASSET MANAGEMENT, INC.
RIAPARSIPPANY, NJ
AUM $769MTEAM 75REPS 75
ADK WEALTH ADVISORY GROUP
RIASAINT LOUIS, MO
AUM $768MTEAM 13REPS 5
WILSEY ASSET MANAGEMENT INCORPORATED
RIASAN DIEGO, CA
AUM $768MTEAM 9REPS 3
LODGE HILL CAPITAL, LLC
RIANew York, NY
AUM $768MTEAM 4REPS 3
SHAH CAPITAL MANAGEMENT
RIARALEIGH, NC
AUM $768MTEAM 4REPS 2
URBAN FUND MANAGEMENT, LLC
RIAPlano, TX
AUM $768MTEAM 67REPS 3
COMMUNITY US FUND MANAGEMENT, INC.
RIAAUM $768MTEAM 6REPS 2
COMPASS ADVISORS
RIAMELVILLE, NY
AUM $767MTEAM 7REPS 5
ACME
RIASAN FRANCISCO, CA
AUM $767MTEAM 10REPS 3
BENCHMARK PLUS MANAGEMENT
RIAGIG HARBOR, WA
AUM $767MTEAM 5REPS 4
FLOWSTONE PARTNERS, LLC
RIAAUM $767MTEAM 7REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?